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    • US Bank not reconciling correctly. Always balance adjustment

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    • Quicken Windows Subscription Member ✭✭

      All,

      I re-connected US Bank through Express Web Connect+ last week. At this time, transactions are downloading correctly, and no incorrect balance adjustments are being made. Therefore, it appears this issue may have been resolved. As a note, PFM - Direct Connect did not work out for me.

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭
      https://community.quicken.com/discussion/comment/20468834#Comment_20468834

      Why didn't DC work for you? Since I switch to that method (YEARS ago) I've found it to be very reliable.

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

    • Quicken Windows Subscription Moderator mod

      Thank you for the update @Alex1534,

      I'm glad to hear that using a different connection method has resolved the issue!

      If I recall, US Bank charges a fee for Direct Connect. If you are no longer using it, you may want to contact US Bank to make sure they no longer charge you for it.

      Thank you!

      Quicken Kristina

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    • Quicken Windows Subscription Member ✭✭

      NotACPA,

      In order to get Direct Connect to work I had to start a brand-new Quicken file. It would not update my existing legacy Quicken file. The new file, of course, did not contain any of my legacy data and it would not transfer over legacy data. In other words, it was starting Quicken from scratch. So, the Direct Connect method was scrapped.

      Quicken Kristina,

      I did call US Bank to end the Direct Connect charges. I'm just glad the Express Web Connect+ is working properly now. Thank you.

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      @Alex1534, Most Odd. Because while it's been more than a few years since I switched to DC, I'm certain that I didn't have to start a new Q data file.

      I DID have to work with USB Tech Support to make the switch … but that was it.

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

    • Quicken Windows Subscription Member ✭✭

      NotACPA,

      Let's keep in mind that neither Direct Connect and Express Web Connect+ was working with USB at the time I tried setting up Direct Connect on 12/05/2024. Starting a new Quicken file was a suggestion provided to me by the USB Tech Support as a work around. Now (12/30/2024) Direct Connect does work and works quite well with a lot of features I will probably never use.

      With Express Web Connect+ working as it should there is no point in keeping PFM-Direct Connect and paying the monthly fees for the Direct Connect services. As we all know, there are no USB fees to use Express Web Connect+ to download transactions from USB.

      I don't know what changed between Quicken and USB that created the download problem in the first place and I don't know what changed between Quicken and USB that resolved the download problem.

      Going forward, let's hope the download and balance adjustment problem doesn't happen again.

      I thank you for your insights on this matter as evidenced throughout this community thread.

    • Quicken Windows Subscription SuperUser ✭✭✭✭✭

      @Alex1534 "Let's keep in mind that neither Direct Connect and Express Web Connect+ was working with USB at the time I tried setting up Direct Connect on 12/05/2024"

      Except that I downloaded from USB, using Direct Connect, on Thursday 12/5/24. I download from them, and my other FIs 6 days a week … and I haven't had any problems with the USB downloads since I switched to DC.

      There's something else going on … but I'm not sure what.

      But since you're satisfied with EWC, nothing else needs to be done.

      Q user since February, 1990. DOS Version 4
      Now running Quicken Windows Subscription, Business & Personal
      Retired "Certified Information Systems Auditor" & Bank Audit VP

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